AVAILABILITY

The ability to match an invoice to a purchase order is available for all customers using both the invoice and purchase order module.

FEATURES SUPPORTED

  • Invoice matched to single purchase order (Match on the invoice header level)

  • Invoice matched to multiple purchase order (Match on the invoice line item level). The ability to match an invoice to multiple purchase orders need to be enabled separately. In case you are interested to use this feature, please reach out to your customer success manager.

PRE - REQUISITES

  • You are using both the purchase order and invoice modules.

  • The purchase order needs to be approved before it can be matched to an invoice.

HOW IT WORKS

INVOICE MATCHED TO SINGLE PURCHASE ORDER

STEP 1: Open the details of the invoice

You can open the details of an invoice by double clicking on the invoice line or clicking on the view details icon.


STEP 2: Select the purchase order number on the invoice header

You can select the purchase order number from the dropdown.

Please note only approved / committed purchase orders appear in the dropdown.

In order to remove the match, click on the 'x'

STEP 3: Adopt purchase order coding

Click on the 'PO Adoption' button

All the purchase order line items appear in the PO Adoption display

Click on the '+' sign to select the purchase orders lines you want to adopt on the invoice. If you select the '+' sign against the total, then all the lines will be selected for adoption and you will not have to select them individually.

Once the lines are added click on 'Adopt Lines'

After clicking on the 'Adopt Lines', the purchase order lines details get adopted on the invoice line item table.

If you want to remove the purchase order match simply click on the 'x' next to the purchase order number in the invoice header.

INVOICE MATCHED TO MULTIPLE PURCHASE ORDER

STEP 1: Open the details of the invoice

You can open the details of an invoice by double clicking on the invoice line or clicking on the view details icon.

STEP 2: Select purchase orders

Click on the 'PO Adoption' button

The PO Adoption display window will open.

Select the purchase order number from the dropdown list.

Please note only approved / committed purchase orders appear in the dropdown.

After you have selected the purchase order numbers, the line items for the purchase orders will be displayed. You can use the arrow to display the line item details of a given purchase order.

STEP 3: Adopt purchase orders coding

Click on the '+' sign to select the purchase orders lines you want to adopt on the invoice. If you select the '+' sign against the total, then all the lines will be selected for adoption and you will not have to select them individually.

Incase you have selected a line in error, you can remove them by clicking on the delete icon next to the specific line.

Once the lines are added click on 'Adopt Lines'

After clicking on the 'Adopt Lines', the purchase orders line details gets adopted on the invoice line item table.

If you want to remove the purchase order matches select the line items by selecting the checkbox against it and clicking on the delete button.

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